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Top Resources for CRM & Sales Hub

  • HubSpot Dashboard for Student Admissions Success

    • Building a comprehensive dashboard for student admissions is key to evaluating recruitment performance and ensuring smooth operations. Recently, I designed a HubSpot dashboard for a group of schools to provide clear, actionable insights into their admissions process. Here’s a breakdown of the dashboard: A gauge chart to visualize target achievement across seasonal admission campaigns, helping schools stay on track with recruitment goals. ...read more

  • Best practice for tracking training/courses as products

    • Our company provides a range of training courses and certifications. We would like to track the status of training within the CRM. Information we need to know would include: Product (course/training) purchased Date of purchase Status (enrolled, certification, abandoned) Date contact was enrolled in course (for each course) Date contact was certified (for each course) Contacts result for each course (%) Date of session (for in-person ...read more

  • How to fill Domain Name when None Exists

    • Hello! My organization works a lot with very small businesses that do not have their own domain name. It's the primary field that HubSpot de-duplicates off of, however---are there any workarounds you've found about this? Thanks, Haley ...read more

  • Meeting not showing option to cancel or reschedule

    • Hello. I noticed that my reminder emails don't contain any reschedule or cancellation options. How do I make sure these are on?   ...read more

  • Microsoft blocking my email account when using sequences

    • Hello - I recently upgraded to sales hub pro and have begun using sequences for emailing prospective customers. I know that HubSpot has had a no cold email policy, but I confirmed with my account rep that as part of the new propsecting functionality, cold emailing was allowed using this feature. I have HubSpot connected to my mailbox, which is hosted on Microsoft 365. My contact list is very small and I only load about 20 addresses into the sequ ...read more

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sjudson on December 04, 2023
Ending Development for HubSpot's VSTO Sales Add-In
Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more
Reply Discussion Announcement
13 upvotes
0 Reply
AAdmin7 on October 07, 2024
Permission to set Disqualified/Lost Leads to a different stage
There are some cases that we need to set the Disqualified/Lost Leads back to a different stage like working in Leads Object. Currently, Super Admin can do this. We need to give this permission to specific Sales Managers. Is there a specific read more
Reply Discussion CRM Sales Settings Workaround
0 upvote
2 Replies
Ktamir
Participant | Platinum Partner
October 07, 2024
Creating a new lead is the better option, in my opinion. This is the whole point of the lead object if you ask me. It allows the sales reps. BDRs to ...read more
DKahlon on October 06, 2024
View custom properties under Line items
Hi there, it would be really helpful to be able to view custom properties in the line item using the Hubspot Mobile App.
Reply Discussion Mobile App
0 upvote
0 Reply
KNagpal9 on October 06, 2024
Deal Stages and their SUM
Hello Everyone, I am facing a problem where I have to create a report/dashboard that represents all the things below in one place. I was able to create a report which is showing the forecast amount of the following deal stages as c read more
Reply Discussion Deals
0 upvote
7 Replies
KNagpal9
Participant
October 07, 2024
Hi there, the stages are their in Hubspot but only specific stages there are no custom logic stages which sums up two different stages are avail...read more
KNagpal9 on October 06, 2024
Deal Stages
Hi there, I am struggling to create a report for a client with Sales Hub Enterprise, Marketing Hub Professional, and Service Hub Professional as their plan with Hubspot. The reason I'm reaching out is that I am creating a revenue report for the read more
Reply Discussion Deals
0 upvote
1 Reply
KNagpal9
Participant
October 06, 2024
This is what my deal stages amount report looks like for now and I want to add other rows to it which will reflect sum of other two stages. ...read more
BrightBull on October 06, 2024
Can you hide the "+add" action on right hand side association cards
Hello community, I wanted to get your views on this. We are currently working with a client that uses UI extension to create / edit / manage quotes and subsequently line items. The goal is to restrict users from editing or addi read more
Reply Discussion CRM
0 upvote
2 Replies
HFisher7
Guide | Elite Partner
October 07, 2024
@BrightBull - The three solutions are good, the top two would take very little time to implement. What is your specific ask here? How to implement ...read more
ESefaj on October 05, 2024
Formating issue mobile app
  Hi everyone! I'm facing a formatting issue when creating a call protocol (or any other element) with snippets. The format is messed up when onening the call protocol on the mobile app (e.g. no bullet points, no blank spaces etc.) . Is th read more
Reply Discussion Starter
0 upvote
2 Replies
ESefaj
Member
October 06, 2024
Hello Jessica, thank you for your answer. I've tried it with both systems, iOS and Android. It's the same problem with both systems. I've downloaded ...read more

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